Local News

• Joe Sheehan, Managing Principal of Moneta Group, received recognition in the March 2009 issue of St. Louis Magazine as one of the “Best Personal Wealth Managers in the St. Louis Area.”
• Tony Dorn, a Professional Consultant for Moneta Group, was featured in an article in the quarterly newsletter of the Gateway MS Society for achieving Mission Possible in the 2009 Corporate Achievers campaign.

St Louis Post Dispatch

• The announcement of CEO Gene Diederich's arrival at Moneta Group appeared in the St. Louis Post-Dispatch business section on March 27.
• Moneta Group Chairman Peter Schick was quoted in an article by Jim Gallagher in the Sunday business section of the St. Louis Post Dispatch called, “Got Money? Capitalize on Economic Misery” on March 22.
• Moneta Group Principal Jim Blair again ranked one of Barron's Top 100 Advisors and appeared in the St. Louis Post Dispatch on September 25. This is the third consecutive year Blair has achieved this recognition.
• Sean Duggan, a professional consultant for Moneta Group was quoted in a St. Louis Post Dispatch article titled "Petition cites danger to small-business 401k plans," in the July 2 edition of the publication.
• Sean Duggan was also quoted in a July 5 article, written by David Nicklaus of the St. Louis Post Dispatch entitled "Target date funds can simplify an investor's life, but they may not hit your bull's eye."

Ladue News

• Moneta Group was mentioned in the Business in Focus section of the Ladue News on January 16 regarding the recent rankings in Registered Rep and Wealth Manager magazines.
• Moneta Group Principals Karl Dunajcik, Gus Gast, and Tim Halls were featured in Ladue News advertorials on January 30.
• CEO Gene Diederich’s arrival at Moneta Group was mentioned in Ladue News in the Ladue Lips column on March 27.
• Moneta Group was mentioned in “Were you there when?” in Ladue News on June 19, recognizing its JA-in-a-Day project at Paideia Academy-Carondelet. More than 25 Moneta volunteers taught the basics of financial literacy to students.
• Gene Diederich, CEO of Moneta Group, was pictured in a June edition of Ladue News at the Ladue News Charity Awards Party held at the Magic House.
• Moneta Group Principal Brad Koeneman was quoted in an August 21 Ladue News article by Tony DiMartino titled "In the Market: Funds and Rating Systems."
• The six female principals of Moneta Group (Julie Bahr, Diane Compardo, Nancy Georgen, Katie Kearins, Debra Light, and Linda Pietroburgo) were featured in a special Ladue News section, Women in Finance, on September 25.
• Don Kukla, a Principal at Moneta Group, was interviewed for an article that appeared in Ladue News regarding charitable planning as part of an overall estate plan.
• The Bike MS Moneta Group Team riders were pictured in Ladue News “Were You There When…”as well as featured in the article “Helping Hands” in Suburban Journal on October 13.
• Moneta Group Principal Jim Blair appeared in Ladue News on October 23 as one of Barron's Top 100 Advisors.

St Louis Business Journal

• Moneta Group Principal Jim Blair was profiled by Greg Edwards in the April 24-30 St. Louis Business Journal’s “St. Louis Character; A Private Look at Professional People.”
• Moneta Group was mentioned in the July St. Louis Business Journal, recognizing our rank in Wealth Manager magazine’s 100 top U.S. wealth managers.

National News

• Moneta Group Principal Jim Blair was interviewed in Financial Planning magazine; The story re-ran in January on Advisor Max.
• Moneta Group Principal Mark Heffernan was quoted in "Newly Reopened Funds Tempt Investors," by Amy Buttell in the February issue of Better Investing Magazine.
• Joe Sheehan, Moneta Group Managing Principal, was quoted in the article, "Schwab May Lose Advisers after Decision to Drop Hedge Funds," by Katherine Burton on Bloomberg.com on March 2.
• Moneta Group was the subject of an extensive article published on March 23, 2009 in FundFire, an information service of Money-Media, a Financial Times company. Moneta Group CEO Gene Diederich and Managing Principal Joe Sheehan were interviewed.
• Chandler Taylor was quoted in a story published in Registered Rep Magazine called, "Join Up or Start Up?" by John Churchill. Chandler was also extensively quoted in "Succession Recession," by Suzanne Mcgee in an April 1 article for Financial Planning Magazine. The story also ran in Wealth Advisor.
• Moneta Group's CEO, Gene Diederich, was featured in Money Management Executive Magazine on April 6 in an article titled “Executive Moves,” which covered Gene’s arrival at Moneta Group.
• Moneta Group Managing Principal Joe Sheehan was quoted in the April 6 edition of the Wall Street Journal in Suzanne McGee's article, "Avoiding the Bear Traps."
• The announcement of Gene Diederich’s arrival at Moneta Group appeared in the May 1 publication of Investment Advisor magazine. In addition, Capital IQ Power Moves ran the announcement that “Gene Diederich was named CEO of Moneta Group Investment Advisors” on Monday, May 4. West News Magazine also ran a blurb on Gene’s new position on May 7.
• Moneta Group Principal Ken Bower was quoted in a May article by Erin Peterson on savingsforcollege.com called “Tapping Your 529 Plan to Pay Bills.”
• In July, FundFire mentioned Moneta Group in their article titled “Top-Ranked Boutique Advisors Grow Fastest.” The publication also included a ranking of “Top Boutique Wealth Managers,” and Moneta Group appeared at No. 12. FundFire based the ranking on the average AUM as calculated by Wealth Manager magazine.
• Kara Harmon, a Professional Consultant for Moneta Group, was quoted in an article on college savings options that appeared in an article on Bankrate.com on July 20.
• Gene Diederich was mentioned as a member of the Committee for The Fiduciary Standards board in an article titled “Advisors Take Case to Washington,” published in FA News on August 3rd.
• Moneta Group Principal Tim Halls was featured in the Adviser Corner in Registered Rep magazine in early September. The publication featured Tim’s response to the question “When it comes to moving ahead in your career, what keeps you up at night?”
• Moneta Group Principal Jim Blair was recognized for the third year in a row as one of America’s top independent financial advisors, as identified by Barron’s. This year Jim moved up in the rankings to No. 76 in the nation, after being placed at No. 91 in 2008. The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firm and the overall quality of the advisors’ practice.
• Moneta Group Principal Dave Sadler was quoted in a Bankrate.com article called “7 steps to a 2010 Roth IRA Conversion,” which was published on the website on September 1st.
• Gene Diederich and Joe Sheehan were featured in the article “BOMs for HIRE,” by Susan Konig in Registered Rep Magazine on October 1.
• Gene Diederich was recognized as a leader in the investment profession in the article, “SIFMA Proposal Falls Short in Protecting Investors, Says Fiduciary Group in Letter to Congress,” on October 20 on reuters.com, itnewsonline.com, and newsblaze.com.
• Bill Hornbarger’s move to Moneta Group as Chief Market Strategist appeared in the St Louis Post Dispatch, Ladue News, and FundFire.com in October.

Broadcast

• Moneta Group Principal Allan Curtis appeared on Fox 2 News with John Pertzborn on February 22 to discuss the impact of the stimulus plan on the economy.
• Moneta Group Principal Linda Pietroburgo made several appearances by KMOV-TV for its ‘Friday Financial 4-Cast.’ Various topics are discussed in on-air interviews and more information provided on the station’s web site at www.KMOV.com.
• NPR, KWMU, announced Moneta Group's ranking at No. 81 in Wealth Manager's 2009 list of America's Top Wealth Managers.